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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

Princeton, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nuvasive Clinical Services Omaha NE 05/2022 06/2025
Chi Health St. Elizabeth Lincoln NE 04/2020 05/2022
Nebraska Wesleyan University Lincoln NE 08/2019 12/2021
Trio Upward Bound Lincoln NE 03/2019 08/2021
Pho Factory Lincoln NE 08/2016 04/2020
Fidelity Investments Westlake TX 07/2025 Present
  • 05/2022 → 06/2025
    Nuvasive Clinical Services
    Omaha, NE
  • 04/2020 → 05/2022
    Chi Health St. Elizabeth
    Lincoln, NE
  • 08/2019 → 12/2021
    Nebraska Wesleyan University
    Lincoln, NE
  • 03/2019 → 08/2021
    Trio Upward Bound
    Lincoln, NE
  • 08/2016 → 04/2020
    Pho Factory
    Lincoln, NE
  • 07/2025 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

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